Memory Is Ruining Everything: AI's Hidden Cost
Soaring memory chip prices driven by AI demand are cascading across industries, threatening consumer electronics, automo…
🏷️ Semiconductor Supply Chain
12 articles about 'Semiconductor Supply Chain'
Japan Commits $5B to Domestic AI Chip Push
Japan's METI announces a $5 billion initiative to develop homegrown AI chips, aiming to reduce reliance on foreign semic…
Taiwan Motherboard Giants Slash 2026 Targets Amid AI Chip Crisis
ASUS, MSI, Gigabyte, and ASRock all dramatically cut 2026 shipment forecasts as AI-driven chip shortages send memory and…
SK Hynix Lands $12B Nvidia HBM4 Supply Deal
SK Hynix secures a landmark $12 billion agreement to supply Nvidia with next-generation HBM4 memory chips, reinforcing i…
DRAM Drought Set to Constrain AMD Chips in 2025
A looming DRAM shortage threatens AMD's chip supply throughout 2025, though rising commercial PC demand may soften the b…
AI Race Becomes a Resource War, Not a Model War
The AI bottleneck is shifting from model capability to resource allocation, as token spending and infrastructure costs r…
AI Chip Boom Drives Up PC and Phone Prices Globally
Surging AI chip production is cannibalizing memory chip capacity, pushing consumer electronics prices higher worldwide.
Silicon Valley's Achilles Heel Lies in Japanese Hands
While Big Tech spends $700B on AI infrastructure, a Japanese toilet maker's stock surges 18% — revealing the hidden craf…
AI Chip Export Controls Reshape Semiconductor Supply
US export restrictions on advanced AI chips are fundamentally altering global semiconductor supply chains and forcing ne…
Apple Eyes Intel, Samsung as Backup Chip Foundries
Apple is in early talks with Intel and Samsung to manufacture device processors, seeking alternatives to its sole relian…
Micron CEO: AI Still in 'Early Stages,' Memory Supply Tight
Micron's CEO says AI demand is just beginning as the company posts record revenue, while DRAM and NAND supply constraint…
Taiwan-China Tensions Rise, AI Chip Supply Fears Grow
Taiwan President Lai's defiant Eswatini trip amid Chinese pressure highlights geopolitical risks threatening the global …
1